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Consolidated Edison
ED

Name Holding Trade Value Shares
Change 		Change in
Stake
WBC
601
West Branch Capital
Massachusetts
$265K – – –
MYIA
602
Mount Yale Investment Advisors
Colorado
$265K +$58.9K +771 +29%
AW
603
Alpha Windward
Massachusetts
$264K +$15.3K +200 +6%
WTC
604
WhitTier Trust Company
Nevada
$258K -$1.91K -25 -0.8%
FLI
605
Family Legacy Inc
South Carolina
$255K – – –
FANJ
606
Financial Architects (New Jersey)
New Jersey
$255K +$1.76K +23 +0.7%
RWP
607
RWA Wealth Partners
Massachusetts
$254K -$2.29K -30 -0.9%
FIM
608
Freedom Investment Management
Connecticut
$252K +$247K +3,236 New
PL
609
Perpetual Ltd
Australia
$248K +$242K +3,173 New
FWM
610
Focused Wealth Management
New York
$247K -$19.5K -255 -7%
RFA
611
Reilly Financial Advisors
California
$246K -$15.3K -200 -6%
RIM
612
Rampart Investment Management
Connecticut
$246K -$11.8K -154 -5%
DLA
613
Douglas Lane & Associates
New York
$245K +$240K +3,135 New
AWA
614
Arete Wealth Advisors
Illinois
$244K +$239K +3,133 New
CHA
615
Carmichael Hill & Associates
Maryland
$242K -$6.42K -84 -3%
PWM
616
Perigon Wealth Management
California
$241K – – –
ZCA
617
Zeke Capital Advisors
Pennsylvania
$239K -$107K -1,400 -31%
AW
618
ACG Wealth
Georgia
$238K -$19.1K -250 -8%
FMII
619
Farmers & Merchants Investments Inc
Nebraska
$238K – – –
DE
620
Day & Ennis
Georgia
$237K +$153 +2 +0.1%
HVIA
621
Hudson Valley Investment Advisors
New York
$237K +$153 +2 +0.1%
MMG
622
Monetary Management Group
Missouri
$234K – – –
RC
623
RBO & Co
California
$234K – – –
CAG
624
Csenge Advisory Group
Florida
$233K -$120K -1,568 -34%
WS
625
Wedbush Securities
California
$232K -$44.6K -584 -16%
23 24
25
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